SuperOffice

Connect AI agents to SuperOffice CRM. Agents manage companies, people, sales opportunities, projects, and appointments, search records with OData-style filters, and look up saved selections and users to drive downstream automations.

18 actions OAuth available

SuperOffice website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A new customer order arrives from the storefront

List Companies runs an OData filter on the buyer's company name to check for an existing account

Create Company and Create Person add the account and the buyer when no match exists

Create Opportunity opens the deal with the heading, amount, and sale date

Create Appointment books the follow-up call in the owning rep's diary

The payment confirmation from billing is matched against the opportunity amount

The rep confirms the deal is genuinely closed and approves the status change

Update Opportunity sets the final amount and moves the status to won

What This Integration Enables

SuperOffice tends to be the system of record in organizations that take CRM discipline seriously, and discipline is exactly what manual data entry erodes. This connector lets the source systems do the typing. FlowRunner agents create and update companies, people, opportunities, projects, and appointments, search every entity server-side with OData filters instead of pulling everything and sifting locally, read saved selections to drive segment-based flows, and look up users to assign ownership correctly from the start. What that discipline buys, concretely: - Accounts and buyers created the minute the source system fires, never as evening homework - Every record assigned a real owner by associate ID from the start - Meetings and calls logged as diary entries linked to the right company and person - Curated selections flowing into campaign and enrichment tools without an export step The OData filtering deserves the callout: "contains(name,'Acme')" or "contactId eq 42" runs inside SuperOffice, so agents work precisely at any database size. And because this connector's write surface creates and updates but never deletes, the risk concentrates in one place: the status field on an opportunity, where a deal becomes won or lost. That is precisely where FlowRunner puts the [human-in-the-loop](/concepts/human-in-the-loop) gate.

Without FlowRunner

CRM entry as evening homework Orders and meetings from other systems get typed into SuperOffice after hours, or never

Pipeline exports gone stale The reporting sheet reflects whenever someone last ran the export

Won deals declared casually Status changes happen ad hoc, and the revenue report inherits the optimism

With FlowRunner

Records arrive with the event Companies, people, opportunities, and appointments are created the minute the source system fires

Reporting on a schedule The pipeline flows into sheets and channels automatically, filtered server-side

Won means verified Billing evidence is matched first, and a person flips the status knowingly

Use Case Scenarios

The storefront feeds the CRM

A [Shopify](/integrations/shopify) customer places their first order. The agent checks List Companies for the account, creates the company and buyer with Create Company and Create Person when they are new, and opens the follow-up deal with Create Opportunity, owner assigned by associate ID from List Users. The rep meets a fully formed account, not a data-entry task, and repeat orders route to Update Opportunity on the existing deal instead of spawning duplicates.

Meetings that log themselves

A prospect books through the scheduling tool. The agent resolves the person and company with an OData filter on List People, then Create Appointment writes the meeting into the rep's diary linked to both records, with the booking answers in the description. After the call, the rep's notes are already anchored to the right company. Activity reporting by rep, via List Appointments filtered by associate and date range, becomes a query instead of a survey.

Pipeline reporting and selection-driven campaigns

Monday morning, List Opportunities pulls the open pipeline filtered by status, the agent writes it to [Google Sheets](/integrations/google-sheets) with per-rep totals, and a summary posts to [Slack](/integrations/slack). Separately, List Selections reads the saved segments the marketing team maintains in SuperOffice, and each selection's members flow into the campaign tool with fields resolved through Get Company and Get Person. The segments people already curate become the targeting source, with no export step.

Human-in-Loop Highlight

Update Opportunity's status field is where this connector's real risk lives. Moving a sale to won is not a data edit; it is the moment revenue enters the forecast, commissions accrue, and downstream flows fire, and moving it to lost is the moment follow-up stops. A payment event is strong evidence, but it is not the whole judgment: partial payments, split deals, and renegotiated terms all look like money arriving. So the agent assembles the case, the [Stripe](/integrations/stripe) payment matched to the opportunity via Get Opportunity, amount compared, discrepancy flagged, and the owning rep makes the call. Approve, and Update Opportunity closes the deal as won with the verified amount. Dispute, and the deal stays open with the evidence attached as an appointment note. The forecast stays something a person vouched for, at machine speed.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

18 actions

Companies

List Companies Lists or searches companies with server-side OData filters, paging, and sorting. The existence check before every account write.
Get Company Retrieves one company by contact ID with core fields and owning associate.
Create Company Creates a company with name, department, phone, and optional owner. The account intake step.
Update Company Changes only the supplied fields on an existing company.

People

List People Lists or searches persons with OData filters, including scoping by company.
Get Person Retrieves one person with title, email, phone, and their company link.
Create Person Creates a person attached to a company with contact details.
Update Person Changes only the supplied fields on an existing person.

Opportunities

List Opportunities Lists or searches sales with OData filters by company, associate, or status. The pipeline read behind every report.
Get Opportunity Retrieves one sale with heading, amount, probability, date, status, and links. The evidence read before a close.
Create Opportunity Opens a deal with heading, amount, probability, and company and person links.
Update Opportunity Changes a deal's fields, including the status move to won, lost, or open. The write this page's human gate controls.

Projects

List Projects Lists or searches projects with OData filters for delivery and reporting flows.
Get Project Retrieves one project's name, description, status, and dates.

Appointments

List Appointments Lists or searches diary entries with filters by associate, company, or date range. The activity-reporting read.
Create Appointment Writes an appointment or activity into the diary with times and links to company, person, and owner.

Selections and Users

List Selections Lists the saved dynamic and static selections. The bridge from curated CRM segments to downstream flows.
List Users Lists associates with IDs, names, and emails. The source of valid owners for every assignment.

Frequently Asked Questions

What can FlowRunner do with SuperOffice?

FlowRunner agents can run List Companies, Get Company, and Create Company in SuperOffice, plus 15 more actions.

Does connecting SuperOffice to FlowRunner require OAuth?

Yes. SuperOffice connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can SuperOffice trigger a FlowRunner workflow automatically?

SuperOffice doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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